Sheila Falls, financial advisor Greensboro NC
96 score

Sheila Falls

CRD Number: 5995676
Current Firm: Holderness Investments Co

Sheila Falls (CRD# 5995676) is an Investment Advisor Representative working at Holderness Investments Co in Greensboro, NC and has over 6 years of experience in the finance industry. Sheila Falls has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Intercarolina Financial Services Greensboro, NC Nov 2017 - Current < 1
Park Avenue Securities, LLC Winston-salem, NC Jul 2017 - Oct 2017 < 1
Guardian Life Insurance Co Of America Winston-salem, NC Jul 2017 - Oct 2017 < 1
Intercarolina Financial Services Greensboro, NC Feb 2017 - Jul 2017 < 1
Holderness Investments Co Greensboro, NC Jan 2017 - Jun 2017 < 1
Shahbaz Southern & Company Greensboro, NC Sep 2011 - Jun 2017 5
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Jan 2017 < 1
Nfp Securities, Inc. Greensboro, NC Nov 2011 - Apr 2016 4
Lincoln National Corporation Greensboro, NC Aug 2007 - Sep 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
Contact Info for Sheila M. Falls
Phone Number: 336-574-1400
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    250
    MILLIONS
  • Total Number of Accounts
    503
    ACCOUNTS
  • Average Account Value
    $497,382
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NC

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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